Matthew Wallis

Matthew Wallis Email and Phone Number

Investment Data Analyst @ Vanguard
Phoenix, AZ, US
Matthew Wallis's Location
Phoenix, Arizona, United States, United States
About Matthew Wallis

Experienced asset management professional optimizing scalable portfolio management and data operations. Delivers actionable insights and custom solutions reducing risk and cost. Thrives in fast-paced, concurrent priorities that require immediate problem-solving. Builds relationships cross-functionally, driving process improvementTechnical Skills: Jira | Confluence | Microsoft Office | Excel | Pivot Tables | Lookups | VBA | SQL | R | Python | Tableau | eVestment | Lipper Refinitiv | Bloomberg | Morningstar Direct Soft Skills: Agile | Data Analysis | Continuous Process Improvement | Project Management | Risk Assessment | System Enhancement | Cross-Functional | Relationship Building | Communication

Matthew Wallis's Current Company Details
Vanguard

Vanguard

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Investment Data Analyst
Phoenix, AZ, US
Matthew Wallis Work Experience Details
  • Vanguard
    Investment Data Analyst
    Vanguard
    Phoenix, Az, Us
    View
  • Edelman Financial Engines
    Investment Associate
    Edelman Financial Engines Oct 2019 - Mar 2023
    Phoenix, Arizona, United States
    Performed monthly returns-based style analysis for over 27K funds, updated retirement glidepaths, and reviewed portfolio optimizations to provide retirement advice for over 1.3 million clients.Built relationships cross-functionally. Created custom solutions driving process improvement to streamline business processes. Managed multiple concurrent priorities delivering timely reports, service agreements, and production system updates.
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  • Edelman Financial Engines
    Service Delivery
    Edelman Financial Engines Aug 2013 - Oct 2019
    Phoenix, Arizona, United States
    Collaborated with portfolio management to rebalance participants’ portfolios under market-sensitive deadlines and urgent investment style changes. Welcomed firm-wide culture shift from Waterfall to Agile. Investigated system code for inefficiencies, categorized discoveries as enhancements or software bugs, and assessed severity and prioritization. Engaged in minimum viable product releases and closely monitored production environment updates following launch.
    View
  • Apple
    Ios Advisor
    Apple May 2009 - May 2011
    Tempe, Az
    • Piloted Apple's AppleCare iOS Advisor college program remotely at home• Delivered outstanding customer care, technical support, and troubleshooting assistance on Apple products and software• Maintained all required service level agreements, including 100% customer satisfaction surveys• Leader of weekly team member video conferences• Served as a mentor and providing guidance and advice to new recruits
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Matthew Wallis Education Details

Frequently Asked Questions about Matthew Wallis

What company does Matthew Wallis work for?

Matthew Wallis works for Vanguard

What is Matthew Wallis's role at the current company?

Matthew Wallis's current role is Investment Data Analyst.

What schools did Matthew Wallis attend?

Matthew Wallis attended Creighton University, Creighton University, Arizona State University.

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